OMCS
ESC

Old Mutual Customised Solutions’s EMERITUS CORP ESC Stock Holding History

Old Mutual Customised Solutions’s Portfolio ESC Stock Details ESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-700
Closed -$16K – 1568
2013
Q2 		$16K Buy
+700
New +$17.8K ﹤0.01% 1410

Other funds holding ESC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Old Mutual Customised Solutions's ESC Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of EMERITUS CORP (ESC) in Q3 2013, closing a stake of 700 shares — an estimated $16K sold.

Old Mutual Customised Solutions first reported a position in ESC in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 113 funds tracked by Wall St. Rank hold ESC as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining EMERITUS CORP position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 700 EMERITUS CORP shares in Q3 2013, an estimated $16K.
  • Old Mutual Customised Solutions first reported a position in EMERITUS CORP in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's EMERITUS CORP position peaked at $16K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held EMERITUS CORP as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.